Tareq Ghanem Khattar

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 06/2020
  Axa Advisors Llc
  New York, NY
• 08/2011 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Ascend Planning & Consulting will pay the Equitable advisor by percentage for Group Benefits (life, disability, health care) revenues received by partner firm. OTHER OUTSIDE INSURANCE BROKERAGE BUSINESS with Principal Life, GIS, Unum; Dergalis Associates LLC 210 Lake Drive East, Suite 310 Cherry Hill, NJ 08002, Sales Associate, Start Date: 03/27/19, 40 hrs per mo; Realty Benefit Services 1087 Mount Eyre Road Washington Crossing, PA 18977, Sales Associate, Start Date: 03/27/19, 40 hrs per mo; tkhattar@ascendplanning.com, www.agentbenefits.net, www.ascendplanning.com

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-07
• S63 Uniform Securities Agent State Law Examination
  2011-08-16